Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | River Road Asset Management, LLC | $44.2M |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $5.5M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.6M |
| 4 | Capricorn Fund Managers Ltd | $1.2M |
| 5 | HIGHLAND CAPITAL MANAGEMENT, LLC | $594.1K |
| 6 | Vest Financial, LLC | $540.0K |
| 7 | Police & Firemen's Retirement System of New Jersey | $501.0K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $401.2K |
| 9 | Sequoia Financial Advisors, LLC | $385.0K |
| 10 | Olympiad Research LP | $258.4K |
| 11 | AlphaCentric Advisors LLC | $68.6K |
| 12 | GAMMA Investing LLC | $28.7K |
| 13 | SIGNATUREFD, LLC | $25.4K |
| 14 | MassMutual Private Wealth & Trust, FSB | $12.3K |
| 15 | EverSource Wealth Advisors, LLC | $12.2K |
| 16 | Farther Finance Advisors, LLC | $9.4K |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $8.6K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $6.9K |
| 19 | Versant Capital Management, Inc | $6.4K |
| 20 | Sachetta, LLC | $5.3K |
| 21 | True Wealth Design, LLC | $4.7K |
| 22 | State of Alaska, Department of Revenue | $2.5K |
| 23 | IFP Advisors, Inc | $2.4K |
| 24 | SJS Investment Consulting Inc. | $2.0K |
| 25 | Blue Trust, Inc. | $1.9K |
| 26 | Torren Management, LLC | $713 |
| 27 | Capital Advisors, Ltd. LLC | $13 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$5.5M | |
| 2 | +$3.2M | |
| 3 | +$1.6M | |
| 4 | +$1.2M | |
| 5 | +$594.1K | |
| 6 | +$401.2K | |
| 7 | +$287.0K | |
| 8 | +$258.4K | |
| 9 | +$184.0K | |
| 10 | +$30.2K | |
| 11 | +$7.8K | |
| 12 | +$5.7K | |
| 13 | +$5.3K | |
| 14 | +$4.6K | |
| 15 | +$1.9K | |
| 16 | +$1.3K | |
| 17 | +$964 | |
| 18 | +$915 | |
| 19 | +$832 | |
| 20 | +$518 | |
| 21 | +$488 | |
| 22 | +$401 | |
| 23 | +$285 | |
| 24 | +$153 | |
| 25 | +$107 | |
| 26 | +$2 | |
| 27 | -$607 | |
| 28 | -$653 | |
| 29 | -$353.0K | |
| 30 | -$747.3K |